New Client Identification Form

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First Time Clients

Personal Information

Last Name *

First Name *

SIN *

Date of Birth (DD/MM/YYYY) *

Mailing Address

Unit/Apt

Mailing Address *

City *

Province *

Postal Code *

Contact Information

Mobile # *

Alternate Phone #

Email *

Marital Status

Marital Status *

Spouse or Common Law Partner

Last Name

First Name

SIN #

Date of Birth (DD/MM/YYYY)

Net Income (If not filing with us)

Do you need RTS to do your spouse/partner's tax?

Yes No

Dependants Information (If applicable)

Full Name

Relation

Date of Birth (DD/MM/YYYY)

Income & Deductions & Properties

In 2024 did you work from home?

Yes No

Did you rent or own a home in 2024?

Rent Amount ($)

Months lived during 2024

Landlord Name

Do you have foreign property or investment worth over $100,000 CAD?

Yes No

In 2024 Did you sell your primary residence or rental property?

Yes No

New to Canada (If applicable)

Date of Arrival (If You or Your spouse are new to Canada)

Disclaimer: Please fill out accurate information as registered with CRA. Failure to provide full and proper information WILL affect the filing of your tax return and WILL delay processing.

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New Client Identification Form

Personal Information

Mailing Address

Contact Information

Marital Status

Spouse or Common Law Partner

Dependants Information (If applicable)

Income & Deductions & Properties

New to Canada (If applicable)